Send Lost Deals to External app Follow

The Send Lost Deals to External App Smart Flow offers a structured and efficient way to turn missed opportunities into actionable insights. It’s designed for businesses looking to improve their sales processes through automation, collaboration, and data-driven learning.

Topics Covered

• Business Type
• Use Case
• Key Features of the Flow
• Steps Used in Creating the Flow
• Breakup of Items Used in the Flow
• Benefits

Business Type

This Smart Flow is suitable for B2B, SaaS, and service-based industries aiming to enhance collaboration and derive insights by automating the management of lost deals.

Use Case

When a deal is marked as "Lost," this flow activates to send relevant data to an external app, creating projects or assigning tasks. This approach enables teams to systematically analyze deal failures, assign follow-up actions, and plan strategies to minimize future losses.

Key Features of the Flow:

• Trigger on Deal Marked as Lost:
  Smart Flows triggers when the deal status changes to “Lost.”

• Create Project in External App:
  Sends deal information through an API call or webhook to an external app, such as Asana, for project/task creation.

• Automated Task Creation:
  Automatically creates and assigns tasks, such as follow-up actions, reason analysis, and strategic planning.

• Collaboration and Accountability:
  Improves team coordination by centralizing task management in tools like Asana or Trello.

Steps Used in Creating the Flow

Please click here to learn how to create a new Smart Flow or access the Flow Templates.

• Deal Status Match Trigger:
  • Description: This flow is automatically triggered when a deal is marked as "Lost."
    Practical Use-Case: Whenever the deal is lost/won user can initiate follow-up actions, such as notifying the team or sending deal data to external apps for further analysis.
• API Call Action:
  • Description: This action sends relevant deal data via an API call or webhook to external apps like Asana or Trello.
    Practical Use-Case: You can send the details to any app like Asana or Trello to create a task for the team to review and use to send the messages.

Breakup of Items Used in the Flow

Trigger:

• Deal Status Match: Triggers the flow when the Deal status is matched, such as "Lost".

Action:

• API Call / Webhook: Transfers deal information to external tools for seamless task management and collaboration.

Benefits

• Enhanced Collaboration: Centralizes follow-up tasks, making it easier for teams to work together effectively.

• Improved Accountability: Assigns tasks automatically, ensuring every lost deal is addressed systematically.

• Data-Driven Insights: Promotes learning by encouraging teams to analyze deal losses and refine strategies.

• Time-Saving Automation:  Eliminates manual task creation and ensures a quick response to lost deals.